HDFC Hybrid Debt Fund vs Nippon India Hybrid Bond Fund compare

Overview

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Fund	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Moderately High	High
Asset Size (Cr)	₹3231 Cr	₹822 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Dec 2003	29 Dec 2003
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	CRISIL Hybrid 85+15 Conservative TRI
Turn Over	11.39%	21%
Expense Ratio	1.77	1.9
Manager	Dhruv Muchhal	Sushil Budhia
ISIN Code	INF179K01AE4	INF204K01FD1
Exits Load	Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year/365	For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
1 Month	0.87%	0.69%
6 Month	7.28%	5.09%
1 Year	16.56%	9.94%
3 Year	11.09%	8.01%
5 Year	11.51%	4.73%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
6 Month	-	-
1 Year	7.05%	4.29%
3 Year	19.32%	13.1%
5 Year	34.25%	20.36%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
1 Year	10.13%	8.61%
3 Year	10.51%	8.99%
5 Year	10.06%	10.05%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Standard Deviation	3.8%	2.07%
Sharp	1.04%	0.71%
Beta	0.7%	0.38%
Alpha	3.01%	0.96%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Name	Dhruv Muchhal	Sushil Budhia
Total AUM	₹520687 Cr	₹29447 Cr
Fund Manage	40	11
	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Others	75.75	88.09
Large Cap	20.12	11.78
Small Cap	2.14	-
Mid Cap	1.99	0.13

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Others	75.11	9.17
Petroleum Products	1.66	-
IT - Software	2.23	-
Industrial Manufacturing	0.41	-
Transport Services	0.62	-
Construction	0.86	14.89
Finance	0.67	-
Banks	7.68	-
Realty	0.55	-
Pharmaceuticals & Biotechnology	2.17	-
Aerospace & Defense	0.92	-
Automobiles	1.02	-
Insurance	0.35	0.15
Diversified FMCG	0.72	-
Oil	0.38	-
Industrial Products	0.66	-
Gas	0.36	-
Telecom - Services	1.12	-
Consumable Fuels	0.44	-
Auto Components	0.45	-
Power	1.62	-
Sovereign	-	6.8
Energy	-	5.43
Technology	-	1.43
Metals & Mining	-	3.52
Financial	-	38.91
Materials	-	3.37
Consumer Staples	-	8.94
Healthcare	-	0.56
Automobile	-	1.1
Consumer Discretionary	-	0.18
Communication	-	3.45
Services	-	0.21
Capital Goods	-	1.85
Chemicals	-	0.04